UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$471M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$420M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$394M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$388M |
| 5 |
UnitedHealth
UNH
|
+$349M |
Top Sells
| 1 |
UBS Group
UBS
|
+$3.82B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$661M |
| 3 |
Microsoft
MSFT
|
+$648M |
| 4 |
Johnson & Johnson
JNJ
|
+$315M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$253M |
Sector Composition
| 1 | Technology | 17.05% |
| 2 | Financials | 8.65% |
| 3 | Healthcare | 8.47% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Industrials | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
JPMorgan BetaBuilders Europe ETF
BBEU
$4.24B
| $2.59M | ﹤0.01% |
47,938
-1,757
| -4% | -$95.1K |
|
2477
First Trust Municipal High Income ETF
FMHI
$769M
| $2.59M | ﹤0.01% |
55,076
+37,287
| +210% | +$1.76M |
|
2478
iShares Genomics Immunology and Healthcare ETF
IDNA
$113M
| $2.59M | ﹤0.01% |
111,068
+4,938
| +5% | +$115K |
|
|
DEA
2479
Easterly Government Properties
DEA
$1.06B
| $2.59M | ﹤0.01% |
71,343
-16,412
| -19% | -$595K |
|
2480
iShares USD Green Bond ETF
BGRN
$420M
| $2.59M | ﹤0.01% |
55,565
-1,040
| -2% | -$48.4K |
|
2481
Gold Fields
GFI
$34.8B
| $2.58M | ﹤0.01% |
186,719
-3,796
| -2% | -$52.5K |
|
2482
WD-40
WDFC
$2.79B
| $2.58M | ﹤0.01% |
13,681
+3,269
| +31% | +$617K |
|
2483
United Bankshares
UBSI
$5.26B
| $2.58M | ﹤0.01% |
86,908
-76,610
| -47% | -$2.27M |
|
2484
DigitalBridge
DBRG
$2.19B
| $2.58M | ﹤0.01% |
175,158
-113,977
| -39% | -$1.68M |
|
2485
SPDR S&P Global Infrastructure ETF
GII
$605M
| $2.57M | ﹤0.01% |
48,121
-110
| -0.2% | -$5.87K |
|
|
IMGN
2486
DELISTED
Immunogen Inc
IMGN
| $2.57M | ﹤0.01% |
135,931
-410,171
| -75% | -$7.74M |
|
2487
Columbia Multi-Sector Municipal Income ETF
MUST
$484M
| $2.56M | ﹤0.01% |
125,045
+96,833
| +343% | +$1.99M |
|
2488
Myriad Genetics
MYGN
$680M
| $2.56M | ﹤0.01% |
110,541
+33,952
| +44% | +$787K |
|
2489
Four Corners Property Trust
FCPT
$2.68B
| $2.56M | ﹤0.01% |
100,822
-571
| -0.6% | -$14.5K |
|
2490
iShares US Telecommunications ETF
IYZ
$612M
| $2.56M | ﹤0.01% |
115,865
+12,028
| +12% | +$266K |
|
2491
Chesapeake Utilities
CPK
$2.93B
| $2.56M | ﹤0.01% |
21,473
+7,710
| +56% | +$917K |
|
2492
Upbound Group
UPBD
$1.57B
| $2.55M | ﹤0.01% |
81,823
+18,947
| +30% | +$590K |
|
2493
Valmont Industries
VMI
$7.46B
| $2.55M | ﹤0.01% |
8,749
-4,253
| -33% | -$1.24M |
|
2494
Viking Therapeutics
VKTX
$2.71B
| $2.55M | ﹤0.01% |
157,058
-30,154
| -16% | -$489K |
|
2495
Robinhood
HOOD
$102B
| $2.55M | ﹤0.01% |
255,083
+228,472
| +859% | +$2.28M |
|
2496
Global X SuperIncome Preferred ETF
SPFF
$137M
| $2.55M | ﹤0.01% |
281,566
-44,897
| -14% | -$406K |
|
2497
TechnipFMC
FTI
$16B
| $2.54M | ﹤0.01% |
153,020
-166,505
| -52% | -$2.77M |
|
2498
WESCO International
WCC
$10.4B
| $2.54M | ﹤0.01% |
14,185
-27,404
| -66% | -$4.91M |
|
2499
Zentalis Pharmaceuticals
ZNTL
$105M
| $2.53M | ﹤0.01% |
89,753
+6,344
| +8% | +$179K |
|
2500
Avista
AVA
$2.92B
| $2.53M | ﹤0.01% |
64,326
-52,365
| -45% | -$2.06M |
|